EPISODE · Nov 7, 2022 · 53 MIN
Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial
from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA
Many thanks to our sponsor, LiveFlow!To learn more about LiveFlow, visit https://earmarkcpe.promo/liveflowSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Korey CournoyerLinkedIn: https://www.linkedin.com/in/koreycournoyer/Learn more about GrowthLab FinancialWebsite: http://growthlabfinancial.comConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
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What this episode covers
New client onboarding is one of the most challenging and painful aspects of running an accounting firm. But it’s also a significant opportunity to set yourself up for success. It sets the tone for the entire relationship. Grab a coffee and join us to learn how to automate your client onboarding process to save time and create happier clients. We’re not looking to add new apps to your tech stack. You’ll learn to streamline your existing processes using the latest no-code technology.
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Keep calm & automate your client onboarding with Korey Cournoyer of GrowthLab Financial
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